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ESG fund managers' favourite international shares

Find out what top ESG fund managers reckon are the best international stocks
ESG fund managers' favourite international shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best. 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.

Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

Top ESG Fund Managers' Favourite Global Shares

FUND BEST IDEAS: GLOBAL SUSTAINABLE
20/06/2022No. Funds
Microsoft Corp9
Alphabet Inc Class A6
Thermo Fisher Scientific Inc6
AstraZeneca PLC4 (+1)
Apple Inc3
Linde PLC3
Mastercard Inc Class A3 (+1)
American Water Works Co Inc2 (+1)
Danone SA2 (+1)
KDDI Corp2
Nestle SA2
Novartis AG2 (+1)
Novo Nordisk A/S Class B2 (+1)
Roche Holding AG2
Taiwan Semiconductor Manufacturing Co Ltd2 (-1)
Visa Inc Class A2 (-1)
Accenture PLC Class A1
Agilent Technologies Inc1
AIA Group Ltd1 (-1)
Air Liquide SA1 (NEW)
Airtac International Group1 (NEW)
Alfen NV1
American Tower Corp1 (NEW)
Anthem Inc1
Aon PLC Class A1
Applied Materials Inc1
ASML Holding NV1 (NEW)
Autodesk Inc1 (NEW)
Bank of America Corp1
Becton, Dickinson and Co1
Brambles Ltd1 (NEW)
Cadence Design Systems Inc1
Church & Dwight Co Inc1 (NEW)
Compagnie Financiere Richemont SA1
Corporacion Acciona Energias Renovables SA1
CSX Corp1
Deere & Co1 (NEW)
Eurofins Scientific SE1 (NEW)
Fresenius Medical Care AG & Co. KGaA1
Humana Inc1
Iberdrola SA1 (NEW)
Icon PLC1 (NEW)
Intact Financial Corp1 (NEW)
Intuit Inc1
IQVIA Holdings Inc1
Keyence Corp1 (NEW)
L'Oreal SA1
Motorola Solutions Inc1
NVIDIA Corp1 (-1)
Ormat Technologies Inc1
Pacira BioSciences Inc1 (NEW)
PTC Inc1
Reckitt Benckiser Group PLC1
RELX PLC1
Republic Services Inc1
Roche Holding AG Dividend Right Cert.1
Salesforce Inc1 (NEW)
Shopify Inc Registered Shs -A- Subord Vtg1
SVB Financial Group1
Synopsys Inc1 (-1)
Taiwan Semiconductor Manufacturing Co Ltd ADR1
Tesla Inc1
The Toronto-Dominion Bank1 (NEW)
UnitedHealth Group Inc1 (NEW)
Verra Mobility Corp Class A1 (NEW)
Vestas Wind Systems A/S1
Waste Management Inc1
West Fraser Timber Co.Ltd1 (NEW)
Zurich Insurance Group AG1

source: Morningstar

*based on top 5 holdings

Learn from the best

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

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Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.